BURGESS
&COMPANY

Certified
Public
Accountants

About Our Company

Established in 1986, Burgess & Company Certified Public Accountants, Inc.,
offers full service accounting, tax and consulting services to small and medium size businesses.
Our specialty is providing assurance, tax, and advisory services to a wide variety of industries.
We also specialize in tax planning for a variety of entities including individuals, family-owned businesses,
partnerships, corporations, estates, trusts and non-profit organizations.

We Provide these Services

Tax Services

Tax planning & return preparation

Individuals

Corporations

Partnerships

LLCs/LLPs

Estates, trusts, & gifts

Not-for-profit organizations

Taxing authority representation

Trust and estate issues

Tax effects of buying/selling a business

Accounting Services

General ledger & internal financial statement preparation

Personal financial statements

Compilations, reviews, and other attestation services

Accounting system setup for new businesses

Consulting Services

Buisness development

Buisness valuations

Buying/selling a buisness

Financial & retirement decisions

Estate, trust & gift planning

Referrals to various specialists

Selection of buisness entity type

Accounting software selection and implementations

Cash Flow & Budgeting Analysis

Financial Forecasting

Business Succession Planning

Estate & Trust Tax Preparation

Firm Profile

Burgess & Company was founded in 1986 in San Francisco. Leading the firm are Dave Rinehart,
a CPA for the past 24 years, and Andy Li, a CPA who has worked with Dave for the past 15 years.

Burgess & Company has memberships in various professional associations,
including the American Institute of Certified Public Accountants and the California Society
of Certified Public Accountants.

The firm's philosophy has remained constant over the years: to offer superior service to our clients in
the areas of assurance, tax, and consulting. We provide unparalleled technical expertise combined with close,
personal attention to our clients. We promise a high level of service to help you address your tax and accounting issues.
We believe in the value of personal relationships where both our clients and our firm can benefit.

We strive to improve our quality of service. Every two years, our Firm undergoes a peer
review by the American Institute of Certified Public Accountants. As a result of this commitment
to our people and our practice, Burgess & Company continues to grow by referrals and
word-of-mouth. We welcome new clients to contact us and experience our high levels of technical
expertise and client service.

Partners

David E. Rinehart, CPA

Managing Partner

Dave has more than 30 years experience in accounting and tax for all forms of legal entities.
He joined the firm in 1988 and directs the tax and financial practices. Dave has a bachelor's
degree in accounting and finance from San Francisco State University and a master's degree in taxation
from Golden Gate University.

Andy W. Li, CPA

Partner

Andy joined the firm in 1999. Andy has tax experience in all
forms of legal entities and various industries. He has a bachelor's degree
in accounting from San Francisco State University and a master's degree in
taxation from Golden Gate University.

The Board of Equalization collects California state sales and use tax,
as well as fuel, alcohol, and tobacco taxes and fees that provide revenue
for state government and essential funding for counties, cities, and special districts.

This site includes tax forms, instructions and publications.
The Franchise Tax Board also provides links to forms for other California agencies,
including the Board of Equalization and Employment Development Department (EDD).

Directions

Driving

From East Bay:

Merge onto I-80, heading west on the Bay Bridge. Exit on Fremont St. Turn right on Mission St. Our offices are at the corner of Mission and Spear streets.

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From South Bay:

Take US 101 north. Exit onto I-280 north. Continue on King St. then onto Embarcadero. Left on Howard St. Right on Main St. Right on Mission St. Our offices are at the corner of Mission and Spear streets.

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From North Bay:

Take 101 south, crossing the Golden Gate Bridge. Exit on Richardson Ave. (US 101); follow the street as it merges into Lombard St. Turn right on Van Ness Ave., drive for 6 blocks. Then turn left on Broadway. Turn right on Columbus Parkway, which merges into Montgomery St. Montgomery St. turns into New Montgomery St. once it crossed Market St. Turn left on Mission St. Our offices are at the corner of Mission and Spear streets.

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Parking

Metered street parking. Most meters have 30-minute limits.

Standard Parking: 121 Spear St., just past Mission St. intersection

123 Mission St. Parking: in the 123 Mission St. building, 1/2 block from Spear St.

Ace Parking: 201 Mission St., at the corner of Mission and Main streets.

Ampco Parking: 201 Spear St., at the corner of Howard St.

Ampco Parking: 120 Howard St., between Main and Spear streets.

Public Transportation

BART/Muni: Exit Embarcadero Station to Market Street. Walk east, toward the Ferry Building/SF Bay. Spear St. is across from the cable car turnaround outside the Hyatt Hotel. Walk south on Spear St. one block. 100 Spear St. is at the corner of Mission and Spear streets.